| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 11,857 | $1M | $1.09M | $89,845.15 | 8.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,532 | $1.73M | $2.17M | $437,477.44 | 25.28% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,670 | $342,675.41 | $352,943.9 | $10,268.49 | 3% |
| FTM F. Thomas Mosley Mosley Wealth Management | 87,063 | $8.48M | $8.02M | -$457,753.2 | -5.4% |
Kings Path Partners LLC Kings Path Partners LLC | 5 | $379.3 | $460.7 | $81.4 | 21.46% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 429 | $29,862.9 | $39,528.06 | $9,665.16 | 32.37% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 39,016 | $3.56M | $3.59M | $37,759.14 | 1.06% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 4,168 | $290,137.89 | $398,960.96 | $108,823.07 | 37.51% |